List of Firms
St. Clair County, MI Fiduciary Financial Advisors
Oppenheimer & Co Inc.
RWS Financial Group
Northwestern Mutual
Beatty, Betts & Associates - Ameriprise Financial Services, LLC
Jeremy Dodder - Thrivent
Steven Beatty - Private Wealth Advisor, Ameriprise Financial Services, LLC
UHY LLP, CPA
Stifel
Golembiewski Financial Group
Beacon Wealth Group
Thrivent Financial - Robert Eick
Financial Coach
Huron Financial Group (Equitable Advisors)
Edward Jones
Edward Jones
Optimus Financial
Edward Jones
Wells Fargo Advisors
Jeff Poosch Financial Services
Edward Jones
Wellington Financial Strategies
Edward Jones
Where Certified Financial Advisors in St. Clair County, MI Serve
St. Clair County, MI is a vibrant and bustling area that is home to a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Blue Water Bridge to the historic Fort Gratiot Lighthouse, this county is steeped in rich history and culture. Its top employers include McLaren Port Huron Hospital, St. Clair County Community College, and the County of St. Clair. Major highways such as I-94, I-69, and M-25 run through the county, connecting it to other major cities in the region. The neighborhoods in St. Clair County are diverse and unique, ranging from the quaint and charming downtown areas of Port Huron and St. Clair to the sprawling suburban communities of Marysville and Fort Gratiot. With so much to offer, St. Clair County is a truly remarkable place to live, work, and play.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in St. Clair County, MI
A financial advisor in St. Clair County, MI can offer a wide range of services to help clients achieve their financial goals. These services may include investment management, retirement planning, tax planning, estate planning, and risk management. With its proximity to Lake Huron, St. Clair County is home to many retirees who may be looking for guidance on how to manage their retirement income and assets. Additionally, the county is home to a number of small business owners who may need assistance with financial planning and wealth management. A skilled financial advisor can help these individuals navigate complex financial issues and develop a personalized plan that meets their unique needs and goals. Whether it's creating a comprehensive retirement plan, minimizing taxes, or managing risk, a financial advisor in St. Clair County can provide the expertise and guidance needed to achieve financial success.
St. Clair County, MI is the ultimate destination for anyone seeking top-notch financial advising services. The county is home to a plethora of financial experts who possess a wealth of knowledge and experience in the field of finance. With a population of over 160,000 people, St. Clair County boasts of a thriving economy that is supported by various industries, including manufacturing, healthcare, and education. Additionally, the county's strategic location along the St. Clair River and Lake Huron has made it a hub for international trade, attracting investors from all over the world. As such, financial advisors in St. Clair County are well-versed in matters of international finance, making them the go-to experts for businesses looking to expand their operations globally. With their intricate understanding of the local and global financial landscape, St. Clair County financial advisors are best placed to offer sound advice that is tailored to meet the unique needs of each client.
A financial planner in St. Clair County, MI is a professional who provides financial advice and guidance to individuals, families, and businesses in the region. They help clients create a comprehensive financial plan that takes into account their goals, income, expenses, and assets. In St. Clair County, MI, financial planners must be knowledgeable about the unique economic landscape of the area, which includes a mix of rural and urban communities, as well as a significant manufacturing industry. They must also be familiar with the tax laws and regulations that apply to residents of St. Clair County, MI, which can be complex and ever-changing. A financial planner in St. Clair County, MI must be able to communicate effectively with clients and help them navigate the often-confusing world of finance with confidence and clarity. They must also be able to adapt to changing market conditions and help clients adjust their financial plans accordingly. Overall, a financial planner in St.
St. Clair County, MI residents should consider reaching out to a financial advisor when they are looking to make significant financial decisions. With a population of over 160,000 people and a diverse economy that includes manufacturing, healthcare, and tourism, the financial landscape in St. Clair County can be complex and dynamic. Whether it's planning for retirement, starting a business, or investing in the stock market, a financial advisor can provide valuable guidance and expertise to help residents make informed decisions. Additionally, with the ongoing economic uncertainty caused by the COVID-19 pandemic, many individuals and families in St. Clair County may be facing financial challenges and could benefit from the support and advice of a financial professional. By working with a financial advisor, St. Clair County residents can gain a better understanding of their financial situation and develop a plan to achieve their long-term goals.
A financial advisor in St. Clair County, MI must possess several important qualities to provide sound financial advice to their clients. Firstly, they should have a deep understanding of the local economic landscape and how it affects their clients' financial goals. St. Clair County, MI is a region with a diverse economy, ranging from agriculture to manufacturing and tourism. Therefore, a financial advisor should be well-versed in the intricacies of these industries to offer tailored financial solutions to their clients. Additionally, a financial advisor should have strong analytical skills, be able to assess the risks and benefits of different investment options and provide informed recommendations. In St. Clair County, MI, where the cost of living is relatively high, a financial advisor should also be adept at creating a budget and managing debt to help their clients achieve their financial goals.
St. Clair County, MI is home to some of the top financial advising firms in the state. From large corporations to small boutique firms, there is no shortage of options for those seeking financial guidance. One standout firm is known for their expertise in navigating the unique challenges faced by the county's large population of blue-collar workers. Their advisors have a deep understanding of the local economy and are able to provide tailored solutions for clients in industries such as manufacturing and automotive. With a focus on long-term planning and a commitment to transparency, this firm has built a strong reputation in St. Clair County and beyond.
Financial advisors in St. Clair County, MI receive compensation in various ways, with the most common being fees and commissions. These fees can be charged as a percentage of assets under management, a flat fee, or a retainer. Additionally, advisors may receive commissions for selling financial products such as insurance or mutual funds. However, it is important to note that St. Clair County, MI has a unique demographic makeup, with a significant portion of the population being retired or nearing retirement age. As a result, financial advisors in this area may also offer specialized services such as retirement planning and estate planning, which can be compensated for through hourly fees or project-based fees. The complexity of financial planning in this demographic requires advisors to have a deep understanding of tax laws, social security benefits, and healthcare options, all of which can impact their compensation structure.
